Purchases and Sales Made in Q1 2022 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 2022. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-983- 5.16% |
$126K - $166K
|
18.1K
$4.39M
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-987- 10.13% |
$127K - $166K
|
8.76K
$2.13M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-988- 9.63% |
$127K - $166K
|
9.27K
$2.25M
|
|
|
May 02, 2022
Q1 2022
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-997- 27.79% |
$128K - $168K
|
2.59K
$630K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-997- 5.59% |
$128K - $168K
|
16.8K
$4.1M
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-999- 3.56% |
$128K - $168K
|
27.1K
$6.58M
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 5.74% |
$130K - $170K
|
16.6K
$4.04M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.01K- 1.57% |
$130K - $171K
|
63.7K
$15.5M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.02K- 2.87% |
$130K - $171K
|
34.3K
$8.35M
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 1.19% |
$131K - $172K
|
84.8K
$20.6M
|
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.04K- 10.39% |
$134K - $175K
|
8.98K
$2.18M
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.05K- 8.54% |
$134K - $176K
|
11.2K
$2.72M
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.05K- 15.52% |
$134K - $177K
|
5.71K
$1.39M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.05K- 1.73% |
$135K - $177K
|
59.7K
$14.5M
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.06K- 17.35% |
$135K - $178K
|
5.03K
$1.22M
|
|
|
Apr 27, 2022
Q1 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.06K- 7.27% |
$135K - $178K
|
13.5K
$3.27M
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-1.06K- 42.49% |
$136K - $179K
|
1.44K
$350K
|
|
|
May 09, 2022
Q1 2022
|
Lindenwold Advisors
|
SELL
|
- |
-1.07K- 7.28% |
$137K - $179K
|
13.6K
$3.3M
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.07K- 6.09% |
$137K - $179K
|
16.4K
$3.99M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.07KClosed |
$137K - $180K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.07K- 8.99% |
$137K - $180K
|
10.8K
$2.63M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.07K- 3.35% |
$137K - $180K
|
30.8K
$7.49M
|
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 27.5% |
$137K - $180K
|
2.82K
$686K
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.07K- 3.65% |
$138K - $181K
|
28.3K
$6.88M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.07K- 2.04% |
$138K - $181K
|
51.5K
$12.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-1.08K- 2.29% |
$138K - $182K
|
46K
$11.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.08KClosed |
$139K - $182K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.08K- 4.04% |
$139K - $183K
|
25.7K
$6.26M
|
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.08K- 9.08% |
$139K - $183K
|
10.9K
$2.64M
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.09K- 3.12% |
$140K - $184K
|
33.9K
$8.25M
|
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.1K- 0.14% |
$141K - $185K
|
797K
$194M
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.11K- 1.21% |
$142K - $187K
|
91K
$22.1M
|
|
|
May 16, 2022
Q1 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.12K- 8.85% |
$143K - $188K
|
11.5K
$2.79M
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.12K- 21.36% |
$143K - $188K
|
4.11K
$1M
|
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.12K- 26.16% |
$144K - $188K
|
3.16K
$768K
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.14K- 7.42% |
$146K - $192K
|
14.2K
$3.45M
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.15K- 21.85% |
$147K - $193K
|
4.1K
$996K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 2.49% |
$147K - $193K
|
44.9K
$10.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.15K- 4.97% |
$148K - $194K
|
22K
$5.35M
|
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.16K- 5.44% |
$149K - $196K
|
20.2K
$4.9M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.17K- 1.11% |
$150K - $197K
|
104K
$25.4M
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.19K- 1.92% |
$152K - $200K
|
60.5K
$14.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.19K- 11.72% |
$152K - $200K
|
8.92K
$2.17M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.19KClosed |
$153K - $201K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Boit C F David
Boston, MA |
SELL
|
- |
-1.19K- 7.78% |
$153K - $201K
|
14.1K
$3.44M
|
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
SELL
|
- |
-1.2K- 5.63% |
$153K - $201K
|
20.1K
$4.88M
|
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.21K- 4.62% |
$155K - $203K
|
24.9K
$6.05M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.21K- 3.63% |
$155K - $204K
|
32.1K
$7.81M
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-1.22K- 1.17% |
$156K - $205K
|
103K
$24.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.22K- 3.84% |
$157K - $205K
|
30.6K
$7.43M
|